BECAUSE ...HOPE IS NOT A STRATEGY

WE ENGINEER LEGACY PLANNING CERTAINTY

Legacy Certainty starts with an evidence-based plan

We remove the risk associated with unstructured "hope" based strategies

The ideal legacy plan is the result of listening to your needs, industry knowledge, strategic thinking and financial models. Budovitch Legacy Planning crafts legacy plans that offer clarity, control and certainty for your future. On average, we’ve saved our clients 3-5 million dollars through tireless effort to create one simple yet comprehensive solution; instead of just throwing ideas at the wall and hoping that one sticks

WHY DO YOU NEED TO HAVE A LEGACY STRATEGY?

The very nature of the financial industry has been built on the notion of opinion. What if you could predict the future, with certainty?